Robert Keats

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  Advising Across Borders

  By Ellen Uzelac  |  February 1, 2012

  Serving internationally mobile clients is a growth business for advisors savvy about the ways of the world.

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  Advising International Clients; Looking Beyond Wirehouses: February Research—Slideshow

  By Editorial Staff  |  January 27, 2012

  Serving internationally mobile clients has become a growth industry for financial advisors, as Contributing Editor Ellen Uzelac discusses in Research magazine's February cover story "Advising Across Borders." Another February article, “Fear of Flying,” tells the stories of brokers who left the wirehouse world in order to become registered investment...

• How Advisors Can Deal With Client Cultural Differences

  By Olivia Mellan  |  December 27, 2011

  Some advice for advisors on how to interact with clients who different cultural perspectives.